May 2026 Dividend Report: Covered Call Momentum Increases
$3,772 in Passive Income and the Rally Did the Rest
May was a strong month on both sides of the ledger.
Big Tech earnings came in and removed any remaining doubt about where AI spending is headed. Meta, Microsoft, Amazon, and Alphabet all reported — and the market responded accordingly. My portfolio is up significantly on a YTD basis, outperforming US stocks broadly, and the positions I was building into during the March and April correction are now showing real appreciation on top of already-lowered cost bases.
👉My portfolio is up more than 37%, compared to US Stocks being up 11.4%.
That is what the strategy is built for. Collect income, deploy it into high-quality compounders during weakness, and let the market do the rest. During the quarter, here were some of the shifts that occurred, which I will cover here:
4 New Positions Initiated.
Actively writing covered calls for extra income.
Fueled capital into growth as AI takes off.
May be selling some positions.
This month, my passive income from dividends AND covered calls totaled $3,772.00.
I will update my covered call positions in the dashboard, available for founding subs.
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Portfolio Analytics: The Quality Rotation
The Big Tech earnings surge in May validated everything I have been writing about for the past two months. The companies I was accumulating: MSFT 0.00%↑, AMZN 0.00%↑, and GOOG 0.00%↑ are now trading well above the levels where I was buying with dividend cash during the correction.
My dividend income hasn’t increased because I’ve been strictly reinvesting this capital back into growth while the markets rally. Once the sentiment shifts and a selloff happens, I will rotate back into income positions.
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